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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,306 | $212,386-64.1% | $199,883-61.8% | $138,895-45.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 15.45% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,008 | $9,617-58.3% | $9,138-56.1% | $6,396-37.3% |
| Admin fee / account holder | $10,565 | $18,233-42.1% | $17,268-38.8% | $12,562-15.9% |